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Union Savings Bank’s Vanguard Mid-Cap ETF VO Stock Holding History

Union Savings Bank’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$56.1K Hold
784
– – 0.03% 208
2025
Q1 		$50.7K Hold
784
– – 0.02% 219
2024
Q4 		$51.8K Hold
784
– – 0.03% 214
2024
Q3 		$51.7K Hold
784
– – 0.03% 217
2024
Q2 		$47.5K Hold
784
– – 0.02% 221
2024
Q1 		$49K Hold
784
– – 0.03% 214
2023
Q4 		$45.6K Hold
784
– – 0.03% 215
2023
Q3 		$40.8K Hold
784
– – 0.03% 220
2023
Q2 		$44.7K Buy
+784
New +$41.1K 0.03% 215

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Union Savings Bank's VO Position: Q2 2025 in Review

Union Savings Bank held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2025 at 784 shares worth $56.1K. The position accounts for 0.03% of the portfolio, ranked #208.

Union Savings Bank first reported a position in VO in Q2 2023 and has held it in 9 quarters since. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Union Savings Bank held 784 shares of Vanguard Mid-Cap ETF worth $56.1K as of Q2 2025.
  • Union Savings Bank left its Vanguard Mid-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Mid-Cap ETF made up 0.03% of Union Savings Bank's portfolio in Q2 2025, its #208 holding.
  • Union Savings Bank first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 9 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.